Position in PFIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1
-$318 QoQ
Shares Held
17
+183.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#122
of 122 holders
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFIS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Covestor Ltd holds $4,132,792 across 231 Banks - Regional names. PFIS ranks #172 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNA |
Chain Bridge Bancorp Inc
|
6,039 | $253,939 | |
| 2 | CBC |
Central Bancompany, Inc.
|
6,117 | $185,834 | |
| 3 | OZK |
Bank OZK
|
3,109 | $161,947 | |
| 4 | TFSL |
TFS Financial CORP
|
8,355 | $148,050 | |
| 5 | PFS |
Provident Financial Services Inc
|
6,236 | $147,419 | |
| 6 | FNB |
Fnb Corp/Pa/
|
5,892 | $112,419 | |
| 7 | PB |
Prosperity Bancshares Inc
|
1,424 | $103,994 | |
| 8 | BVFL |
BV Financial, Inc.
|
4,850 | $102,723 |
All Filings in PFIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1 | 17 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $319 | 6 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $0 | 0 | Shares | Sole | 2026-02-06 | |
| 2024-06-30 | $273 | 6 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $146 | 3 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $120 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1 | 16 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,907 | 44 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2 | 31 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $281 | 6 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||